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Equity

U.S. Banks Income & Growth Fund

The purpose of this fund

Efficient and broad exposure to US financial stocks, enhanced with covered calls to generate a higher yield.

  • Diversified exposure to regional banks, diversified financials and insurance companies
  • Disciplined portfolio-selection strategy emphasizes fundamentals, valuation, growth and quality
  • Active covered-call writing strategy on up to 25% of the portfolio enhances income and reduces risk
Neuberger Berman - Logo

Managed by -

Neuberger Berman Canada

ESG Risk RatingWhat is ESG?

No ESG score is shown for this fund because either (1) the fund's mandate does not incorporate single security selection, rendering ESG analysis something that cannot be assured on a portfolio management basis, or (2) Purpose does not currently have access to ESG scoring data for >50% of the fund's positions. ESG scores are not shown for these funds as they might be misleading or misrepresent a fund's ESG integration or lack thereof.